Entity Business Manager: SanlamConnect: East Coast Region: Umhlanga

1 month ago

Umhlanga, South Africa Sanlam Full time

SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.

What will you do?

This is a management role residing in the region, reporting directly to the RE with a matrix reporting to Head: Outsource Enterprises. This role manages a team of Enterprise Consultants and together they work closely within the franchise business. This role is operationally focused (within the franchise), is advisor and AP orientated in terms of sales support processes as well as strongly production driven. This role also has a key responsibility in fostering closer integration and co-ordination of the enterprise models within the region. 


The primary focus of this role is:
• Serve on MANCO’s and provide leadership
• Drives franchise production, retention and quality of business
• Oversight of franchise regulatory supervision/compliance
• Ensure effective sales support to franchises via regional resources
• Training, coaching, vesting and development of Advisors
• Assist with franchise Advisor appointments and terminations
• Manage/monitor Advisor debt
• Budget and Expense management
• People management

What will make you successful in this role?

Qualification & Experience 


• Extensive Financial Services experience in a marketing/sales environment
• Sales and Operational Management/leadership of a team/unit
• Management Diploma
• Commercial/Financial or business related diploma/degree

• CFP/RFP3 or equivalent (.: 120 credits)


Knowledge and Skills


IT:
• MS: Office (Excell, Word, PP)
• Web based platform tool/site
• Advisor tools (.: Sanfin; Leads program, Santrust, Santax, Sanport)
• AUTONUB
• E2 financials

Business/Management:


• Financial Services Industry Knowledge
• Specialised knowledge within different channels (SFA, SKS, SBD or Entities)
• Different enterprise distribution models and value propositions
• Financial Services Product Knowledge (Sanlam and competitors)
• Legal technical Knowledge (product related)
• New and Existing business processes
• Advisor contracts and remuneration
• Sales and related administration processes
• Leads management and campaigns/competitions
• Leadership and Management skills to manage staff
• Budgets and expense management (including profitability and VNB)
• Debt management
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)

Personal Qualities 


• Cultivates innovation 
• Client centricity 
• Results driven 
• Collaboration 
• Flexibility and adaptability 
• Sound business acumen
• Sales and goal orientated
• People developer (coaching)
• Networking and relationship builder
• Structured and good planning abilities
• Ability to motivate and build a team

• Strong administrative and operational skills and knowledge
• Socially confident and skilled to communicate well with staff and clients alike
• Ability to solve problems and work with complexity


Process for applications: 

• If you meet the above criteria, and are interested in applying for this role, please submit your CV.
• The closing date for applications is 20 August 2024 .

The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our aim is to help you build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development. 

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities. 

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